See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,193 | $109,881-6.1% | $150,045-31.2% | $84,808+21.7% |
| Participation rate | 88.4% | 76.1%+12.3pp | 82.3%+6.0pp | 68.3%+20.1pp |
| Annual return | 19.80% | 28.25%-8.4pp | 62.55%-42.8pp | 40.90%-21.1pp |
| Employer contribution / active EE | $5,942 | $3,561+66.9% | $4,693+26.6% | $2,631+125.9% |
| Participant deferral / active EE | $14,123 | $6,636+112.8% | $7,997+76.6% | $4,212+235.3% |
| Admin fee / account holder | $30,839 | $8,568+259.9% | $13,435+129.5% | $7,344+319.9% |